Retire Your Way Dream it, plan it, live it.

With financial practices north of Boston MA and in Port Charlotte SWFL, Stefanos Loisou has over 45 years of successful financial planning experience and represents unique, guaranteed financial strategies.

He was also a finalist as Senior Adviser of the year for Senior Market Adviser Magazine and recognized for his commitment to providing financial security to his many clients, particularly those in retirement. In fact, Stef's practice focuses on pre and post retirement issues confronting America's millions of retirees and those soon to be. Stef has simplified retirement planning and with his planning assistance, his clients are assured of a 'guaranteed paycheck' in retirement with an income stream that will last for the rest of one's life.

Stef is also an author having written his book, The SWAN Portfolio, a quick read primer on issues and concerns with regard to retirement planning and strategies used to allow people to SWAN, Sleep Well at Night!

For over 25 years, Stef has produced and hosted a weekly financial radio show heard by many thousands each week in eastern MA and in SWFL. This is the outreach that allows Stef to be heard and recognized for the planning assistance that he provides. Additionally, Stef does not charge any fees whatsoever for his planning expertise and the time spent with his clients. His practice continues to grow and prosper along with his retired and soon to be retiring clients.

Stef's strategies represent principle protection, growth without risk and loss and then, when and if required, assuring his clients a guaranteed, lifetime, never diminishing income, that 'guaranteed paycheck' that one can never outlive.

Stef is of Greek heritage, his grandparents having emigrated to America in the earlier part of the twentieth century. He grew up in the fifties in a loving, nurturing household where patriotism, love of America, faith and love of family were foremost. As a result, Stef brings to his practice a sincere, nurturing approach to his clients and they recognize his dedication, care and commitment that he brings to each.

Firmly committed to helping people achieve the financial security they seek for themselves during their lifetimes and beyond for very unique legacy planning, Stef uses his extensive knowledge of unique and effective planning strategies to tailor his planning to meet the individual needs, goals and objectives of his clients.

Stef is assisted by his wife Gayle, his administrative assistant, and they have been happily married for over fifty years. They have two married children and four wonderful grandchildren and they travel extensively throughout the year for both professional business conferences and personal enjoyment. Their time is shared in both MA and FL and Stef maintains his planning practices in both states.

Having grown up as he did, Stef recognizes the value of hard work and personal accomplishment and he brings those values to his practice. He is committed  to continue his professional practice, going forward to help as many people as possible to prepare for the rest of their lives in retirement and to assure them that, with proper planning, each can truly sleep well at night.